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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Articles published by Green Thumb Industries
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Green Thumb Industries Announces Amendment to Brand Transactions with RYTHM, Inc.
April 01, 2026
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
RYM
Green Thumb Industries Reports Fourth Quarter and Full Year 2025 Results
February 25, 2026
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Industries Announces an Additional $50 Million Senior Debt Financing
February 20, 2026
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Industries to Report Fourth Quarter and Full Year 2025 Financial Results on February 25, 2026
February 04, 2026
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Industries Reports Third Quarter 2025 Results
November 05, 2025
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Industries to Report Third Quarter 2025 Financial Results on November 5, 2025
October 24, 2025
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Expands Pennsylvania Retail Footprint with RISE Dispensary Lebanon
September 30, 2025
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Industries Announces $50 Million Share Repurchase Program
September 16, 2025
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
RISE Dispensaries to Launch Adult-Use Cannabis Sales at RISE Minnesota Locations on September 17
September 15, 2025
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Industries Announces Brand Transactions with Agrify
August 27, 2025
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
AGFY
CSE:GTII
GTBIF
Green Thumb Industries Reports Second Quarter 2025 Results
August 06, 2025
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Industries Reports First Quarter 2025 Results
May 07, 2025
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb to Open RISE Dispensary Ocala in Florida, its 104th Retail Location in the Nation, on April 29
April 28, 2025
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Industries Unveils Third Annual Social Impact Report
March 12, 2025
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Expands Nevada Retail Footprint with the Opening of RISE Dispensary Henderson on Boulder on March 4
March 03, 2025
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Industries Reports Fourth Quarter and Full Year 2024 Results
February 26, 2025
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Survey Finds More Adults Turn to Cannabis Than Prescription Sleep Aids To Help Them Sleep
January 17, 2025
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Industries Announces First-Of-Its-Kind Partnership with Iconic Chicago Music Venue, The Salt Shed, Introducing Retail Store RISE at Salt Shed and RYTHM Brand Activations
January 10, 2025
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Expands National Retail Footprint to Over 100 Stores Nationwide with the Opening of RISE Carson City on US HWY 50 in Nevada and RISE Brooklyn Park in Minnesota
November 22, 2024
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Industries Repaid on Cansortium Loan
November 27, 2024
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Industries Reports Third Quarter 2024 Results
November 07, 2024
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Expands Florida Retail Footprint with the Opening of RISE Orlando on Good Homes Road on November 8
November 07, 2024
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Magnolia Bakery and incredibles Expand Partnership, Bringing Cannabis-Infused Chocolate Treats to RISE Dispensaries in New York and New Jersey
October 21, 2024
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Industries to Hold Third Quarter 2024 Earnings Conference Call on November 7, 2024
October 03, 2024
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Industries Announces $50 Million Share Repurchase Program
September 16, 2024
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Industries Refinances its Senior Debt Via Syndicated Credit Facility
September 12, 2024
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Opens Its 20th Florida Location, RISE Dispensary Jacksonville, on September 13
September 11, 2024
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Industries Reports Second Quarter 2024 Results
August 05, 2024
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
Green Thumb Announces Opening of RISE Dispensary East Syracuse, Serving Patients and Adult-Use Customers in the Empire State
July 31, 2024
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
RISE Dispensaries to Launch Legal Cannabis Sales at All Five RISE Ohio Locations on August 6
August 05, 2024
From
Green Thumb Industries
Via
GlobeNewswire
Tickers
CSE:GTII
GTBIF
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